Carson Wealth (CWM LLC)
LGH icon

Carson Wealth (CWM LLC)’s HCM Defender 500 Index ETF LGH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LGH Stock Details LGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-475
Closed -$16K – 4123
2022
Q3 		$16K Hold
475
– – ﹤0.01% 2383
2022
Q2 		$16K Buy
475
+89
+23% +$3.31K ﹤0.01% 2268
2022
Q1 		$16K Buy
386
+50
+15% +$2.09K ﹤0.01% 2222
2021
Q4 		$16K Buy
+336
New +$14.8K ﹤0.01% 2109

Other funds holding LGH

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LGH Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of HCM Defender 500 Index ETF (LGH) in Q4 2022, closing a stake of 475 shares — an estimated $16K sold.

Carson Wealth (CWM LLC) first reported a position in LGH in Q4 2021 and held it in 4 quarters. The position peaked at $16K in Q3 2022. 28 funds tracked by Wall St. Rank hold LGH as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining HCM Defender 500 Index ETF position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 475 HCM Defender 500 Index ETF shares in Q4 2022, an estimated $16K.
  • Carson Wealth (CWM LLC) first reported a position in HCM Defender 500 Index ETF in Q4 2021 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s HCM Defender 500 Index ETF position peaked at $16K in Q3 2022.
  • 28 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.